Cortez Wealth Management offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. They also provide financial planning on a one-time or ongoing basis, covering areas like retirement, college, and tax planning. Additionally, Cortez Wealth Management offers pension consulting services to employee benefit plans. They utilize third-party platforms like AssetMark and Orion for some services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Orion Portfolio Solutions fees are in addition to CWM's standard portfolio management fee: $0 - $100,000 (0.35%), $100,001 - $250,000 (0.30%), $250,001 - $1,000,000 (0.20%), $1,000,001 and up (0.10%). Orion’s Model Marketplace strategist fees are up to 0.55% of assets under management. The range of fees charged on accounts managed by AssetMark is 0.7% - 2.00%.